CWM
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Crowley Wealth Management’s Visa V Stock Holding History

Crowley Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.42M Sell
3,994
-214
-5% -$76K 1.29% 19
2025
Q1 		$1.47M Sell
4,208
-100
-2% -$35K 1.41% 18
2024
Q4 		$1.36M Buy
+4,308
New +$1.36M 1.2% 21